Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
7.86K
+ 15.41%
$70.82 - $81.87 $557K - $644K
58.9K $4.52M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
26.9K
New
$28.23 - $35.28 $760K - $950K
26.9K $856K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
249K
+ 238.7%
$26.93 - $84.95 $6.71M - $21.2M
354K $9.66M
BWX
Spdr Bloomberg International T

ETFs
51.2K
+ 38.55%
$21.39 - $23.3 $1.09M - $1.19M
184K $3.93M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8.03K
+ 66.94%
$105.45 - $117.99 $847K - $948K
20K $2.12M
VST
Vistra Corp.

Utilities
5.22K
+ 94.82%
$115.74 - $166.61 $604K - $869K
10.7K $1.48M
IWV
Ishares Russell 3000 ETF

ETFs
2.28K
+ 31.85%
$323.08 - $349.08 $738K - $797K
9.46K $3.16M
KLAC
Kla Corp

Technology
3.31K
+ 37.58%
$614.46 - $829.55 $2.03M - $2.74M
12.1K $7.63M
PCG
Pg&E Corp

Utilities
39.8K
+ 200.84%
$19.2 - $21.63 $764K - $861K
59.6K $1.2M
FTI
Technip Fmc PLC

Energy
27.2K
+ 336.68%
$25.16 - $31.95 $684K - $869K
35.3K $1.02M
RMD
Resmed Inc

Healthcare
3.68K
+ 157.25%
$228.69 - $256.07 $841K - $942K
6.02K $1.38M
UAL
United Airlines Holdings, Inc.

Industrials
8.29K
New
$55.62 - $102.44 $461K - $849K
8.29K $804K
USB
Us Bancorp \De\

Financial Services
3.14K
+ 1.01%
$43.98 - $53.66 $138K - $169K
314K $15M
SHV
Ishares Tr

ETFs
7.33K
+ 56.9%
$109.92 - $110.57 $806K - $811K
20.2K $2.23M
BBUS
J P Morgan Exchg Traded Fd

ETFs
6.46K
+ 13.98%
$102.46 - $110.17 $662K - $711K
52.6K $5.58M
APO
Apollo Global Management, Inc.

Financial Services
1.27K
+ 8.84%
$131.36 - $178.61 $167K - $228K
15.7K $2.59M
NSC
Norfolk Southern Corp

Industrials
3.55K
+ 64.98%
$230.6 - $277.0 $818K - $982K
9K $2.11M
CAG
Conagra Brands Inc.

Consumer Defensive
30K
+ 181.99%
$26.48 - $32.72 $795K - $983K
46.5K $1.29M
CRBG
Corebridge Financial, Inc.

Financial Services
24.4K
+ 288.4%
$28.28 - $33.37 $690K - $814K
32.9K $981K
FISV
Fiserv Inc

Technology
5.73K
+ 20.27%
N/A
34K $4.25M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.6K
+ 34.89%
$23.29 - $23.93 $760K - $781K
126K $2.96M
VRT
Vertiv Holdings CO

Industrials
8.2K
+ 10.29%
N/A
87.8K $7.61M
TDIV
First Trust Nasdaq Technology

ETFs
10.9K
+ 13.97%
$78.03 - $82.13 $847K - $891K
88.5K $6.94M
VV
Vanguard Large Cap ETF

ETFs
1.97K
+ 7.38%
$260.27 - $280.65 $513K - $553K
28.7K $7.74M
HRL
Hormel Foods Corp

Consumer Defensive
22.8K
+ 24.78%
$29.21 - $33.55 $667K - $766K
115K $3.61M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
15.9K
New
$42.25 - $43.54 $673K - $694K
15.9K $683K
ADSK
Autodesk, Inc.

Technology
2.77K
+ 19.84%
N/A
16.7K $4.12M
WWD
Woodward, Inc.

Industrials
4.19K
+ 123.94%
$159.67 - $187.29 $669K - $784K
7.57K $1.26M
COF
Capital One Financial Corp

Financial Services
981
+ 5.56%
$145.19 - $192.01 $142K - $188K
18.6K $3.32M
BBY
Best Buy CO Inc

Consumer Cyclical
23.8K
+ 30.43%
$85.2 - $101.35 $2.03M - $2.42M
102K $8.77M
GNMA
Ishares Gnma Bond ETF

ETFs
15.6K
New
$42.8 - $44.74 $667K - $697K
15.6K $668K
K
Kellogg CO

Consumer Defensive
8.23K
New
$80.34 - $81.29 $661K - $669K
8.23K $666K
CASY
Caseys General Stores Inc

Consumer Cyclical
1.19K
+ 12.67%
$366.65 - $427.88 $436K - $509K
10.6K $4.19M
ALL
Allstate Corp

Financial Services
2.57K
+ 5.13%
$181.25 - $208.2 $465K - $534K
52.6K $10.1M
BX
Blackstone Inc.

Financial Services
2.45K
+ 21.19%
$148.45 - $199.05 $364K - $488K
14K $2.42M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
20.2K
+ 2.9%
N/A
719K $22.7M
CTAS
Cintas Corp

Industrials
5.72K
+ 31.94%
$182.7 - $226.47 $1.05M - $1.3M
23.6K $4.32M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
47.2K
+ 8.96%
$18.41 - $18.97 $869K - $895K
574K $10.6M
CHK
Chesapeake Energy Corp

Energy
7.25K
New
$81.46 - $87.57 $591K - $635K
7.25K $621K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
10.4K
+ 73.02%
$59.74 - $60.03 $620K - $623K
24.6K $1.47M
CLX
Clorox CO

Consumer Defensive
3.87K
+ 17.7%
$156.51 - $169.74 $606K - $657K
25.8K $4.18M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.97K
+ 21.01%
$73.49 - $86.09 $512K - $600K
40.1K $3.09M
SYY
Sysco Corp

Consumer Defensive
9.27K
+ 13.89%
$73.63 - $81.77 $682K - $758K
76K $5.81M
SYF
Synchrony Financial

Financial Services
6.58K
+ 58.04%
$49.01 - $68.55 $323K - $451K
17.9K $1.17M
HWM
Howmet Aerospace Inc.

Industrials
3.44K
+ 15.39%
$99.72 - $120.09 $343K - $414K
25.8K $2.82M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
18.7K
+ 9.19%
$24.94 - $25.74 $466K - $481K
222K $5.66M
CACC
Credit Acceptance Corp

Financial Services
1.21K
New
$417.33 - $497.7 $503K - $600K
1.21K $565K
UHS
Universal Health Services Inc

Healthcare
3.15K
New
$175.8 - $236.9 $553K - $745K
3.15K $564K
SKYY
First Trust Cloud Computing Et

ETFs
4.27K
+ 138.36%
$99.98 - $130.46 $427K - $558K
7.36K $877K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email